Counseling & teaching experience summary​

  • I began my fieldwork in 2019 working with individuals, couples, and groups in Quincy, MA

  • I graduated from Bridgewater State University with a M.Ed. in Mental Health Counseling with a GPA of 3.98

  • I worked in the community behavioral agency world from 2020 to 2023

  • I occasionally teach graduate-level counseling courses, including Research and Evaluation, Professional Ethics and Standards, and Counseling Theory as adjunct faculty. I recently taught an ethics course for the state chapter of a national counseling organization for which participants earned continuing education credits towards state licensure requirements.

Prior Professional Experience 

  • I worked in the investment management and retirement field for over 20 years, where I served as an investment professional managing global equity assets of over $35 billion in peak assets

  • I managed a profitable product line at a global asset management and servicing firm, working with pensions, insurers, and asset managers

  • I established a research function at a membership-based retirement non-profit dedicated to improving retirement outcomes

  • Taught Finance both part- and full-time at a local university, teaching financial planning (CFP) courses as well as general finance and financial literacy courses

     

    Other achievements

    • Board Member at DOVE, Inc., a domestic and partner violence non-profit organization, 2024

    • MBA, Suffolk University, 2003

    • Chartered Financial Analyst designation (CFA), 2004

    • Certified yoga instructor, 2008

    • BA, Psychology, Univ. of Massachusetts, Amherst, 1992